If you have a Coverdell and a 529, it may make sense for you to consider transferring the Coverdell into the 529 to allow those funds to be eligible for the Roth strategy. There are several factors that would contribute to whether this makes sense for your personal situation.
In the new year, a lot of people’s resolutions may be regarding improving their finances. Knowing what to prioritize is critical for achieving your goals as quickly as possible, and now is the perfect time to create or revisit your financial plan. Here’s a guide for when you’re unsure what to do with your money or want to focus on the best financial resolutions for the upcoming year.
The 2025 tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out the tips below and prepare to tackle this tax season with confidence.
As 2025 comes to its end and we begin our transition to 2026, one transition in the new year may be your retirement. Here are 7 retirement rule changes you need to know for 2026. Most contribution and income limits for retirement accounts are subject to inflation adjustments, also known as cost-of-living adjustments. That’s why the account rules can change from year to year.
The federal government officially shut down many of its operations October 1, 2025. This is the 15th government shutdown since 1980. It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.
With the passage of the “One Big Beautiful Bill,” Congress and President Trump have dramatically altered the tax- and financial-planning landscape for financial advisors and their clients. The enactment of the OBBB Act is going to have far-reaching implications for tax and financial planning. In this second part of an overview of the Act, we take a look at six temporary provisions that may affect your clients.
Staying ahead of legislative changes that directly impact our clients’ financial well-being is crucial to our profession. The recent signing of the “One Big Beautiful Bill Act” (OBBB Act) by President Trump on July 4 represents a monumental shift in the American fiscal landscape. This two-part summary provides a detailed overview of the OBBB Act’s core provisions, confirmed to reflect the final text signed into law, not earlier drafts or proposed versions.
To prepare for the upcoming school year, Braun-Bostich & Associates will team up again with Food Helpers for this Back to School Packing event, taking place Thursday, August 7th, 2025 at the CNX Resources Corp SouthPointe.
In a housing market that increasingly demands dual incomes, navigating the path to homeownership on a single salary can feel like climbing a mountain with one leg. Whether you're single by choice, recently divorced, or supporting a family on one income, this guide will walk you through steps and strategies that can transform the seemingly impossible dream of homeownership into your lived reality – without requiring a second paycheck to make the numbers work.
In this blog post, we seek to address potential future benefit cuts, restore solvency, and minimize anxiety around Social Security - providing an overview of rising concerns, highlighting recent events, and more.
